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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Stan Sattler
Director of Investment Solutions at Belle Haven Investments


Stan Sattler is the Director of Investment Solutions at Belle Haven Investments. He joined Belle Haven in 2016 and was named a Partner in 2023. Stan is responsible for operating as a liaison between the Investment Team and Belle Haven’s strategic partners. When not traveling to meet our partners, Stan sits directly with the Investment Team on the trading desk. His primary duties consist of business development through supporting Advisors and Consultants across the country.

Stan has been in the industry since 2008 and his previous experience includes roles in wealth management, trading and business development across a variety of asset classes. Stan is motivated by learning about clients’ needs and wants in order help ensure that their investments are receiving the attention they deserve. When he is not working, Stan enjoys exploring new places, trying new food, live music, golf, beach activities, and giving back to important causes. Originally from central New Jersey, Stan graduated from University of Connecticut’s Business School in Stamford, Connecticut.

Agenda Sessions

  • Investing in SMAs to grow your AUM and personalize your client’s investment journey